Datatel Colleague Web User Interface
The Look of Web UI Search Area Tabs Context Area Menus Tool Bar Form Scale Slider
Search Area The search area of the UI window, in the upper left corner lets you search for people or forms to work with. You can click the icon on the left of the search field to switch between the person search and the form search.
Person Search When the search field is set to the person search you can search using a student ID or name. You can also do an advanced person search by clicking on the magnifying glass to the right of the search field. The advanced person search will allow you search for a person or organization using multiple search parameters.
Form Search To search for a from, type the mnemonic or words from the title of the form in the search box. When you enter in the mnemonic for a form it will open immediately. If you can not remember the mnemonic, but know one or two words from the form you can enter it and it will bring up a Search Results panel that displays all possible matching forms. *You can still use the mnemonic tree for access.
Tabs • The search results tab stores your searches from the person and form searches. Search Results Tab
Tabs • Click the Navigation tab to access a Colleague form by navigating through the Colleague menu structure. Here is where you will find the familiar mnemonic tree menu. *Note – you no longer need to switch between modules you now have access to Navigation any form you have permissions for without switching between modules. Tab
Tabs • You can save people or forms to your favorites tab and access them by click on the tab. To add a favorite click on the Gold star button in the context area (for person related records), the UI Form Area (for forms), or while in the Favorites Favorites panel. Tab
Menus With UI, menu items are available on the left side of the tool bar (which is just above the form area). These menus proved access to many of the UI controls and features. File Menu The File menu provides access to the following features (many of these are also available using keyboard shortcuts): Save – Save data on the current form • Save All – saves data on all open forms • Finish – Saves data on all open forms and closes all open forms • Cancel - Cancels changes on the current form • Cancel All – Cancels changes on all open forms • Detail – Accesses the detail form, or a menu of available forms, from the current • field. Add Active Form to Favorites – Adds the current form to Favorites • Print Form – Prints the current form • Logout – Exits UI •
Options Menus The Options menu provides access to the following features. Many of these features are also available using keyboard shortcuts: Preferences – Accesses the Preference dialog box, where you can change • preferences such as the color theme and other user settings Clear Search History – Accesses the Clear History dialog box, where you can clear • search history, contexts, and form scale values. Set Form Scale Default – Sets the global default scale factor for all forms to the • current scale factor (set using the slider bar at the top of the UI form area). Forms with individual scale factor overrides are not affected by this global default. Clear All Form Scale Values – Clears all individual form scale factors and the global • default scale factor. Without these scale values, forms are rendered using a “best fit” algorithm based on the size of the UI window. Help Menu The Help Menu provides access to process the field help for the current Colleague form. It also provides access a list of all keyboard shortcuts and a help about message that provides information such as the current UI version number.
Context Area The context area displays information about the current person-related record that you are working with. It can hold person cards, organization cards or both. It is important to remember that if you close out of a form you are not always closing out of the person or organization listed in the context area. You can set your context area to Auto-Close Context so that it will close out the record in the context area as you leave each form or you can set it to Keep Context Open which will leave the record available and default in on your next form. Auto-close Context is recommended to assist in limiting errors.
When multiple cards are loaded into the Context area you can use the Next and Previous buttons to scroll through the cards. You can also select View All to see all cards currently in context.
Window Resizing and Form Scaling When Colleague displays a form, it resizes to minimize scrolling. You can use the scale slider to resize the current form and make the information larger or smaller as needed.
Resolution Screens Select All Check Box Card View Button Grid View Button Export to Excel Button Collapse Button Open Button Input Field
Views Card View Allows for photos (people search) in addition to other information about the records. Grid View Results are displayed in spreadsheet format, with the results in rows and columns. You can sort the results by column and rearrange the columns.
Input Field In both views you can hover over the Input field to view a tooltip that will show the options that can be used in this field.
Exporting Search Results Web UI offers the option of exporting the search results to Microsoft Excel. Click the Excel icon. All search results records are exported to a spreadsheet.
Report Printing Report Page Navigation Save As This area shows you how many pages are within the Saves a copy of the report to your network report and allows you to click through to the next page, or local hard drive. You will be asked to first page or last page. name the file and path. Export PDF Print Remote Exports the report as a PDF file. When you select this Allows you to print to a network printer without option Export PDF dialogue box is displayed and various downloading to your computer. formatting options for PDF file. The formatting options are not saved for future UI sessions.
Table Controller Within a form a multi-value field you will now see a Table Controller appear when you click on those fields. This tool will make moving through the list of items easier. Scroll buttons allow you to move from record to record or directly to last or back to first. You can view the pages/fields in the list and you can export the items to excel. Click and hold on “page” to slide the controller across the fields Excel Export for better viewing. Scroll Buttons
User Preferences You can set your personal preferences for UI on the Preferences dialog box. Changes to these preferences apply to your user profile only. To access the Preferences dialog box, click on Options Preferences from the menu bar. Click on the Layout & Colors section to change: Color Theme : Various color • themes are available for selection. Form Background Color : Select • one of the available background colors for UI forms
Standard LookUp Shortcuts Example Scenario LookUp Prompt Entry Hints The last record that you displayed The ‘at’ sign ( @ ) The “at” sign allows you to retrieve the during this login session. last form-appropriate record that you displayed in most, but not all, cases. A list of all records appropriate for An ellipsis ( … ) Due to the size of the Person and this form. Organization LookUp, the ellipsis is not supported for these files. A list of fields in the file that A semicolon ( ; ) You can use the field names to construct a contains the records that you are query statement to look for a record. seeking. All records in which a specific field ; fieldname contains a value (that is, the field is For example, on the Approvals Needed not blank). (APRN) form in the Colleague Finance Accounts Payable Module, to see a list of approval records for individuals who are limited in the purchase order amount they may approve, enter the following: ; apprv.po.max.amt
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